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Palomar

336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

127% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $2.51M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more capital invested

Capital invested by funds: $2.57B → $3.34B (+$776M)

20% more funds holding

Funds holding: 279336 (+57)

0.37% less ownership

Funds ownership: 91.72%91.35% (-0.37%)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+57
Holders Change %
+20.43%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
113
Reduced
115
Closed
21
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$571M -$17.9M -150,932 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M -$3.72M -31,397 -1%
State Street
3
State Street
Massachusetts
$151M -$7.44M -62,795 -5%
American Century Companies
4
American Century Companies
Missouri
$114M +$5.18M +43,705 +6%
SIMG
5
Stephens Investment Management Group
Texas
$92.3M -$724K -6,115 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$88.3M +$2.95M +24,888 +4%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$84.8M +$2.98M +25,138 +4%
CIP
8
Champlain Investment Partners
Vermont
$82.8M -$25.8M -217,645 -26%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$79.3M +$1.96M +16,566 +3%
DCM
10
Driehaus Capital Management
Illinois
$76.6M +$2.02M +17,014 +3%
AIM
11
Artemis Investment Management
United Kingdom
$73M +$9.18M +77,472 +17%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$68.6M -$4.5M -37,999 -7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$58.3M -$760K -6,417 -1%
EA
14
Emerald Advisers
Pennsylvania
$51.6M -$6.91M -58,347 -13%
Federated Hermes
15
Federated Hermes
Pennsylvania
$50.8M -$445K -3,754 -1%
Macquarie Group
16
Macquarie Group
Australia
$45.3M -$2.74M -23,124 -7%
Northern Trust
17
Northern Trust
Illinois
$39.8M +$1.43M +12,043 +4%
SDJVC
18
St. Denis J. Villere & Co
Louisiana
$37.9M -$13.5M -113,798 -29%
GCM
19
Geneva Capital Management
Wisconsin
$33.7M -$10.7M -90,204 -27%
Morgan Stanley
20
Morgan Stanley
New York
$33.6M -$1.83M -15,460 -6%
Charles Schwab
21
Charles Schwab
California
$33.1M +$156K +1,314 +0.5%
Invesco
22
Invesco
Georgia
$32.8M +$7.16M +60,409 +34%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$31.7M -$1.61M -13,620 -6%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.1M -$9.74M -82,185 -27%
FGP
25
Freestone Grove Partners
California
$30.3M +$13M +109,821 +98%

PLMR Hedge Fund Activity: Q1 2025 in Review

336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.

  • 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
  • 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
  • The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
  • The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.